Скачать или смотреть The Art of Diversification: Why Your S&P 500 Fund Might Not Be Enough

🎨 The Art of Diversification – Tony Leonardi, CFP®, returns from Florence, Italy to discuss why S&P 500 concentration threatens retirement security. With 30% of the index in just 5 companies and rates dropping to 3.50-3.75%, learn diversification strategies that help manage sequence of returns risk.
Timestamps: 0:00 - Intro: Lessons from Florence 0:45 - The Illusion of S&P 500 Diversification
6:00 - Understanding Sequence of Returns Risk 11:00 - True Diversification Strategies 16:00 - Health Connection & Action Steps 18:30 - Conclusion & Resources
Watch more at YouTube. Listen on Spotify or Apple Podcasts.
Resources: 📊 2025 Retirement Reset Checklist: LeonardiFamilyWealthcare.com 📅 Free Consultation: LeonardiFamilyWealthcare.com/assessment 📖 Book: A Smarter Way to Retire: 10 Steps Towards a Confident Financial Future
#RetirementPlanning #Diversification #SP500 #SequenceRisk #FinancialPlanning